ACGA
CADE

Atlanta Consulting Group Advisors’s Cadence Bank CADE Stock Holding History

Atlanta Consulting Group Advisors’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,712
Closed -$216K – 162
2025
Q3 		$216K Buy
+5,712
New +$206K 0.05% 133
2024
Q4 		– Sell
-6,920
Closed -$220K – 143
2024
Q3 		$220K Buy
+6,920
New +$214K 0.05% 217

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Atlanta Consulting Group Advisors's CADE Position: Q4 2025 in Review

Atlanta Consulting Group Advisors sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 5,712 shares — an estimated $216K sold.

Atlanta Consulting Group Advisors first reported a position in CADE in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Atlanta Consulting Group Advisors reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 5,712 Cadence Bank shares in Q4 2025, an estimated $216K.
  • Atlanta Consulting Group Advisors first reported a position in Cadence Bank in Q3 2024 and held it in 2 quarters.
  • Atlanta Consulting Group Advisors's Cadence Bank position peaked at $220K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.